Newbridge Financial Services Group’s UiPath PATH Stock Holding History

Newbridge Financial Services Group’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.43K	Hold	500	–	–	﹤0.01%	954
2026 Q1	$5.55K	Hold	500	–	–	﹤0.01%	904
2025 Q4	$8.2K	Sell	500 -7,000	-93%	-$109K	﹤0.01%	816
2025 Q3	$100K	Buy	7,500 +7,000	+1,400%	+$82.8K	0.02%	395
2025 Q2	$6.4K	Hold	500	–	–	﹤0.01%	981
2025 Q1	$5.15K	Hold	500	–	–	﹤0.01%	795
2024 Q4	$6.36K	Hold	500	–	–	﹤0.01%	829
2024 Q3	$6.4K	Hold	500	–	–	﹤0.01%	483
2024 Q2	$6.34K	Sell	500 -433	-46%	-$7.49K	﹤0.01%	792
2024 Q1	$21.2K	Buy	933 +100	+12%	+$2.34K	0.01%	583
2023 Q4	$20.7K	Hold	833	–	–	0.01%	589
2023 Q3	$14.3K	Buy	833 +333	+67%	+$5.54K	0.01%	728
2023 Q2	$8.29K	Buy	+500	New	+$8.02K	﹤0.01%	921
2022 Q2	–	Sell	-1,076	Closed	-$23K	–	1477
2022 Q1	$23K	Buy	1,076 +575	+115%	+$19.4K	0.01%	691
2021 Q4	$22K	Buy	+501	New	+$24.7K	0.01%	700

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's PATH Position: Q2 2026 in Review

Newbridge Financial Services Group held its UiPath (PATH) position steady in Q2 2026 at 500 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Newbridge Financial Services Group first reported a position in PATH in Q4 2021 and has held it in 15 quarters since. The position peaked at $100K in Q3 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Newbridge Financial Services Group held 500 shares of UiPath worth $5.43K as of Q2 2026.
Newbridge Financial Services Group left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #954 holding.
Newbridge Financial Services Group first reported a position in UiPath in Q4 2021 and has held it in 15 quarters since.
Newbridge Financial Services Group's UiPath position peaked at $100K in Q3 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.